Rotary District 5170 Foundation
Rotary District 5170 Foundation is a public charity based in Livermore, California, formed in 1988. It administers funds contributed by participating Rotary, Interact, and Rotaract clubs and other persons or groups approved by its board, and distributes funds and assets for charitable and public purposes.
Rotary District 5170 Foundation at a glance
In short: Rotary District 5170 Foundation reported $317K in grants paid in 2025 (a total; its filing lists no individual grants). 70% of 2022 grantees were new. Source: 2025 IRS Form 990.
- Grants paid (2025)
- $316,607 — reported as a total on the IRS filing, without an itemized list
- +16.5% vs 2024
- Total assets
- $502,073
- +0.4% vs 2024
- Revenue (2025)
- $320,741
- +16.0% vs 2024
- Net investment income (2025)
- $27,065
- Expenses (2025)
- $318,809
- +16.4% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rotary District 5170 Foundation
- Contact
Mailing address: PO Box 1166, Livermore, CA 94551
Phone: (408) 847-4330
Website: https://rotary5170.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rotary District 5170 Foundation funds
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 13 grants of 15 (87%).
Geographic Focus
Where this funder awards grants
The foundation’s program description refers to serving poor and disadvantaged people “everywhere in the world.” The listed 2022 recipient, Loaves and Fishes, is in Paso Robles, California.
Grant Distribution by State
Cities
Is Rotary District 5170 Foundation open to new grantees?
70%
first-time grantees, 2022
In 2022, 7 of 10 grantees (70%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $28K; repeat grants $17K. How we count
Medians: $9K first-time, $13K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $156K (2021) to $415K (2019). In 2025 it reported $317K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wheelchair Foundation Danville, CA | Wheelchair Proj in VAR Countrie | $147,000 |
| The Rotary Foundation Woburn, MA | General Welfare | $29,256 |
| Rotary District 5170 Livermore, CA | Global Grant | $12,500 |
| Second Harvest San Jose, CA | Food Bank | $9,800 |
| West Valley Community Serv Cupertino, CA | Community Serv for Hunger /Homeless | $9,800 |
| Loaves and Fishes Fremont, CA | Project Lunch Room | $8,650 |
| Rotary Club of Niles Fremont, CA | Area 3 World Community Service | $8,070 |
| Rotary Club of Livermore Vall Livermore, CA | — | $6,150 |
| Pari Foundation USA Inc Milpitas, CA | Donation to India Covid SOS Cpap Dr | $6,000 |
| Rotary Club of Silicon Valley San Jose, CA | Hearing AIDS for Seniors | $5,908 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $502,073 | $320,741 | $318,809 | $316,607 | Total only | $27,065 |
| 2024 | $500,141 | $276,472 | $273,784 | $271,833 | Total only | — |
| 2023 | $497,453 | $484,667 | $325,951 | $324,170 | Total only | — |
| 2022 | $338,737 | $325,412 | $309,883 | $243,134 | 10 | — |
| 2021 | $323,208 | $277,151 | $237,531 | $155,619 | 5 | $3,453 |
| 2020 | $283,588 | $262,805 | $318,665 | $257,311 | 9 | — |
| 2019 | $339,448 | $442,016 | $592,487 | $414,511 | 12 | — |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation states that it helps clubs and associated affiliates raise, receive, administer, and allocate funds in the interest of poor and disadvantaged people worldwide, and cooperates with other Rotary clubs and districts in those activities.
A listed recipient, Loaves and Fishes of Paso Robles, California, received $8,650 in 2022. The grantee describes its own mission as providing needy people with food, gasoline, lodging, and medical care.
Grantmaking
The available filing data lists zero grants for each of 2023, 2024, and 2025. Separately, Loaves and Fishes received $8,650 in 2022.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Herb Ritter as Vice President and the following directors: Jim Bell, Savita Vaidhyanathan, Greg Giusiana, Timothy Lundell, Susan Valenta, Hung Wei, Geeta Kadambi, David MacKenzie, and Kathy Coyle.
Rotary District 5170 Foundation is led by Jill Duerig, President since 2025 (on filings since 2024); none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jill Duerig
President
Secretary → President, 2025
On filings since 2024
2 hrs/week
No compensation reported
Orrin Mahoney
Chairman
President Elect → President, 2020
President → Chairman, 2024
On filings since 2019
2 hrs/week
No compensation reported
Greg Giusiana
Director
On filings since 2019
1 hr/week
No compensation reported
Susan Valenta
Director
Past President → Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Savita Vaidhyanathan
Director
On filings since 2020
1 hr/week
No compensation reported
Timothy Lundell
Director
On filings since 2020
1 hr/week
No compensation reported
Hung Wei
Director
On filings since 2024
1 hr/week
No compensation reported
Jim Bell
Director
On filings since 2024
1 hr/week
No compensation reported
Kathy Coyle
Director
On filings since 2024
1 hr/week
No compensation reported
David MacKenzie
Director
New on the 2025 filing
1 hr/week
No compensation reported
Geeta Kadambi
Director
New on the 2025 filing
1 hr/week
No compensation reported
Mary Humphrey
Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Herb Ritter
Vice President
Director → Vice President, 2025
On filings since 2024
1 hr/week
No compensation reported
Former officers (8)
- Former: Richard Schoelerman (2024) — Director
- Former: Olivia Poe (2019–2023) — Secretary
- Former: Ramesh Hariharan (2019–2023) — Director
- Former: Richard Flanders (2019–2023) — Director
- Former: Irv Stowers (2020) — Director
- Former: Dennis Young (2019) — Chair
- Former: Ed Jellen (2019) — Director
- Former: Helen Kennedy (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Rotary District 5170 Foundation
How much does Rotary District 5170 Foundation give each year?
Rotary District 5170 Foundation reported $317K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $272K in grants paid.
How large is Rotary District 5170 Foundation?
Rotary District 5170 Foundation reported $502K in total assets on its 2025 IRS Form 990. Its revenue that year was $321K.
What does Rotary District 5170 Foundation fund?
The foundation states that it helps clubs and associated affiliates raise, receive, administer, and allocate funds in the interest of poor and disadvantaged people worldwide, and cooperates with other Rotary clubs and districts in those activities. See mission & focus areas ↑
How do I apply for a grant from Rotary District 5170 Foundation?
Rotary District 5170 Foundation has no public application process in the sources Grantable reviewed. Check rotary5170.org for current guidelines, or contact the foundation directly before submitting a request.
Where does Rotary District 5170 Foundation make grants?
The foundation’s program description refers to serving poor and disadvantaged people “everywhere in the world.” The listed 2022 recipient, Loaves and Fishes, is in Paso Robles, California.
What is Rotary District 5170 Foundation's EIN?
Rotary District 5170 Foundation's EIN (Employer Identification Number) is 94-3016176. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS October 16, 2023)
- Added Form 990 for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Rotary District 5170 Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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